Milliman Profit Sharing And Retirement Plan
Sponsored by Milliman · EIN 910675641 · Plan #001
- Total assets
- $2.1B
- Net assets
- $2.1B
- Active participants
- 3,598
- With balances
- 5,272
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Charles Schwab Trust Bank | Custodial (securities), Trustee (directed), Direct payment from the plan | $151,216 |
| Cook Street Consulting | Consulting (general), Investment advisory (plan), Direct payment from the plan | $125,325 |
| Moss Adams Llp | Accounting, Direct payment from the plan | $26,040 |
| Milliman, Inc. | Recordkeeping, Participant loan processing, Direct payment from the plan | $16,570 |
| Charles Schwab & Co, Inc. | Custodial (securities), Shareholder servicing fees | $0 |